See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,721 | $93,571+1.2% | $135,903-30.3% | $75,163+26.0% |
| Participation rate | 44.8% | 75.2%-30.4pp | 81.9%-37.1pp | 67.2%-22.4pp |
| Annual return | 12.16% | 30.90%-18.7pp | 68.23%-56.1pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,275 | $3,537-64.0% | $4,856-73.7% | $2,670-52.2% |
| Participant deferral / active EE | $3,447 | $6,404-46.2% | $7,758-55.6% | $4,125-16.4% |
| Admin fee / account holder | $14,821 | $6,975+112.5% | $10,762+37.7% | $5,651+162.3% |